Hegarty Advisors, LLC Top Holdings and 13F Report (2026) About Hegarty Advisors, LLCInvestment ActivityHegarty Advisors, LLC has $145.31 million in total holdings as of June 30, 2026.Hegarty Advisors, LLC owns shares of 66 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 5.74% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, Hegarty Advisors, LLC has purchased 57 new stocks and bought additional shares in 34 stocks.Hegarty Advisors, LLC sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE All-World ex-US ETF $17,991,011Vanguard S&P 500 ETF $16,163,673Vanguard Small-Cap Value ETF $10,927,500Strive 500 ETF $7,341,225Vanguard Mid-Cap Value ETF $6,071,632 Largest New Holdings this Quarter 46137V738 - Invesco Large Cap Value ETF $412,795 Holding78467Y107 - SPDR S&P MidCap 400 ETF Trust $294,699 Holding02079K305 - Alphabet $243,012 Holding69374H303 - Pacer Trendpilot 100 ETF $242,192 Holding922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF $227,828 Holding Largest Purchases this Quarter Vanguard Mid-Cap Value ETF 5,166 shares (about $1.02M)Vanguard Mid-Cap ETF 10,661 shares (about $858.95K)Invesco NASDAQ 100 ETF 2,687 shares (about $814.09K)Vanguard Short-Term Corporate Bond ETF 8,735 shares (about $690.33K)Vanguard Growth ETF 6,287 shares (about $541.53K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,045 shares (about $717.73K)Amazon.com 1,235 shares (about $294.35K)Invesco S&P 500 Equal Weight ETF 883 shares (about $187.88K)Vanguard FTSE Emerging Markets ETF 2,805 shares (about $167.43K)Vanguard S&P Small-Cap 600 ETF 866 shares (about $119.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHegarty Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEUVanguard FTSE All-World ex-US ETF$17,991,011$167,584 â–²0.9%214,81812.4%ETFVOOVanguard S&P 500 ETF$16,163,673$717,729 â–¼-4.3%23,53411.1%ETFVBRVanguard Small-Cap Value ETF$10,927,500$16,766 â–¼-0.2%44,9717.5%ETFSTRVStrive 500 ETF$7,341,225$12,461 â–²0.2%151,9925.1%ETFVOEVanguard Mid-Cap Value ETF$6,071,632$1,020,798 â–²20.2%30,7274.2%ETFVTVanguard Total World Stock ETF$5,824,141$19,776 â–²0.3%37,1084.0%ETFVONVVanguard Russell 1000 Value ETF$5,417,413$141,498 â–²2.7%50,9593.7%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$4,958,449$289,099 â–²6.2%42,2613.4%ETFQQQMInvesco NASDAQ 100 ETF$4,599,465$814,094 â–²21.5%15,1813.2%ETFRSPInvesco S&P 500 Equal Weight ETF$4,420,707$187,875 â–¼-4.1%20,7773.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,699,404$690,329 â–²22.9%46,8102.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,654,817$226,188 â–²6.6%35,7262.5%ManufacturingAMLPAlerian MLP ETF$3,133,146$105,982 â–²3.5%60,4272.2%ETFVTIVanguard Total Stock Market ETF$3,065,917$19,243 â–¼-0.6%8,2852.1%ETFQQQInvesco QQQ$2,817,886$3,682 â–¼-0.1%3,8271.9%FinanceVYMVanguard High Dividend Yield ETF$2,652,844$78,541 â–²3.1%16,7871.8%Financial ServicesVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,593,654$106,487 â–²4.3%51,6361.8%ManufacturingBNDVanguard Total Bond Market ETF$2,576,644$152,254 â–²6.3%35,0991.8%ETFSPYSPDR S&P 500 ETF Trust$2,530,516$29,867 â–²1.2%3,3891.7%FinanceVWOVanguard FTSE Emerging Markets ETF$2,057,475$167,432 â–¼-7.5%34,4691.4%ETFVTVVanguard Value ETF$1,984,990$33,563 â–²1.7%9,1081.4%ETFVEAVanguard FTSE Developed Markets ETF$1,966,120$116,849 â–²6.3%27,5951.4%ETFPFFDGlobal X U.S. Preferred ETF$1,939,090$56,257 â–²3.0%103,7501.3%ETFAAPLApple$1,871,602$24,596 â–¼-1.3%6,4681.3%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$1,679,415$28,274 â–²1.7%21,1461.2%FinanceVGSHVanguard Short-Term Treasury ETF$1,581,891$20,778 â–¼-1.3%27,1801.1%ETFVBVanguard Small-Cap ETF$1,423,959$4,850 â–¼-0.3%4,6981.0%ETFSIVRabrdn Physical Silver Shares ETF$1,294,466$15,966 â–¼-1.2%23,0250.9%ETFVOVanguard Mid-Cap ETF$1,144,409$858,951 â–²300.9%14,2040.8%ETFSIMPLIFY EXCHANGE TRADED FUN$1,017,550$62,318 â–¼-5.8%20,7370.7%MBS ETFGSThe Goldman Sachs Group$990,1310.0%9790.7%FinanceICSHiShares Ultra Short-Term Bond Active ETF$972,865$20,283 â–²2.1%19,2340.7%ETFPDBAInvesco Agriculture Commodity Strategy No K-1 ETF$926,798$12,040 â–¼-1.3%26,0190.6%ETFVIOOVanguard S&P Small-Cap 600 ETF$912,883$119,114 â–¼-11.5%6,6370.6%ETFVIGVanguard Dividend Appreciation ETF$889,317$16,329 â–²1.9%3,7580.6%ETFSTXEStrive Emerging Markets Ex-China ETF$798,485$74,047 â–¼-8.5%15,1940.5%ETFVGITVanguard Intermediate-Term Treasury ETF$723,075$5,072 â–²0.7%12,2600.5%ETFDGROiShares Core Dividend Growth ETF$716,381$98,832 â–²16.0%9,4520.5%ETFVUGVanguard Growth ETF$649,800$541,529 â–²500.2%7,5440.4%ETFMSFTMicrosoft$639,356$7,460 â–²1.2%1,7140.4%Computer and TechnologyJPMJPMorgan Chase & Co.$616,3620.0%1,8830.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$528,094$1,567 â–²0.3%1,0110.4%FinanceHYBBiShares BB Rated Corporate Bond ETF$510,229$50,513 â–²11.0%10,9090.4%ETFIVViShares Core S&P 500 ETF$484,5170.0%6470.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$455,089$111,003 â–²32.3%5,5060.3%ETFXLEEnergy Select Sector SPDR Fund$446,902$13,011 â–²3.0%8,4150.3%ETFAMZNAmazon.com$440,214$294,350 â–¼-40.1%1,8470.3%Retail/WholesaleVPUVanguard Utilities ETF$424,311$44,623 â–²11.8%2,1680.3%ETFPWVInvesco Large Cap Value ETF$412,795$412,795 â–²New Holding5,4480.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$327,188$790 â–²0.2%5,3820.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$319,901$5,508 â–²1.8%13,6480.2%ETFNVDANVIDIA$318,061$400 â–²0.1%1,5900.2%Computer and TechnologyBRK.BBerkshire Hathaway$314,2450.0%6280.2%FinanceIWBiShares Russell 1000 ETF$306,7160.0%7490.2%ETFTIPiShares TIPS Bond ETF$302,108$19,477 â–¼-6.1%2,7610.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$294,699$294,699 â–²New Holding4190.2%ETFGOOGLAlphabet$243,012$243,012 â–²New Holding6800.2%Computer and TechnologyPTNQPacer Trendpilot 100 ETF$242,192$242,192 â–²New Holding2,7320.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$227,828$227,828 â–²New Holding1,4770.2%ETFEEMiShares MSCI Emerging Markets ETF$218,912$88,180 â–¼-28.7%3,2000.2%FinanceVXUSVanguard Total International Stock ETF$216,119$216,119 â–²New Holding2,5280.1%ETFGOOGAlphabet$212,351$212,351 â–²New Holding6010.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$211,675$211,675 â–²New Holding2,7450.1%ETFVAWVanguard Materials ETF$209,067$209,067 â–²New Holding9140.1%ETFVNQVanguard Real Estate ETF$204,750$204,750 â–²New Holding2,1230.1%ETFPFFiShares Preferred and Income Securities ETF$204,549$2,744 â–²1.4%6,7090.1%ETFXOMExxonMobil$0$224,800 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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